Razer: A for Hype, C for Substance
The recent IPO of Razer Inc (1337 HK) was a resounding success with the shares pricing at the top end of the pricing range. The shares are...
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Asustek's 3Q Results Largely in Line, Maintaining Our FVE At TWD 304
No-moat Asustek’s third-quarter results were largely in line with our expectations, with revenue down 3%, operating profit down 30%, and net profit...
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Sector Capsule: Mobile Phones in Vietnam
Feature phones declines by 12% in retail volume terms to six million units in 2017 Thanks to the high proportion of loyal users, feature phones...
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Sector Capsule: Wearable Electronics in Malaysia
In 2017 retail volume sales of smart wearables grow by 16% to reach 14,000 units, with the category benefiting from the entry of new players and a...
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Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit
What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...
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